Group 1: Core Insights - The article highlights the revenue performance of six Taiwanese panel manufacturers for July 2025, indicating mixed results with some companies experiencing declines while others saw growth [1] - AUO and Innolux reported a year-on-year revenue decrease of 15.85% and 27.58% respectively, while Qunxing and Raibo achieved year-on-year increases of 9.13% and 171.44% [1] - The overall market for TV panels remains weak, with price declines noted, while demand for monitor panels has also started to slow down [2][3] Group 2: Market Trends - TrendForce reported that TV panel prices continued to decline in July, while prices for monitor and laptop panels remained stable [2] - The demand for TV panels is expected to improve in August and September, but July's demand was relatively weak, leading to price drops [2][3] - The monitor panel market is experiencing a slowdown, with prices stabilizing despite some optimistic forecasts for laptop panel demand [3] Group 3: Company Developments - Innolux plans to consolidate production capacity from its Nanke 5 plant to other facilities, with the migration expected to be completed by mid-2026 [5] - Lianju Technology announced a significant order for a 2.4-inch display module, expected to contribute NT$700-800 million in annual revenue starting next year [5] - AUO is undergoing organizational restructuring to enhance operational efficiency and adapt to external market changes, with new leadership roles established [5] Group 4: Future Outlook - Both AUO and Innolux expressed cautious outlooks for the third quarter due to uncertainties related to tariffs and early inventory pulls by brands [6]